Basic Information
Trigger Conditions
When all of (AND)
No conditions yet. Add one to start defining when this template fires.
This loan matches the trigger.
Recipients
Add from loan fields (email only)
No email fields confirmed in the registry yet.
- No recipients yet. Add an email field or a static address.
Email fields resolve per-loan at send time. Only fields with semanticType=email in the registry are shown. Static addresses are sent as-is.
Subject & Body— live preview
Merge tags resolve through the Field Registry. Unresolved / null tags render red and block activation for must-fill fields (e.g. borrower name). Conditional blocks: {{#if co_borrower}}…{{/if}}.